ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Fonville Wealth Management LLC's Holding History (CIK: 0002008703)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,610 Value ($000) $3,842 Avg Close — Range —
Q3 2025
Shares 5,882 Value ($000) $3,937 Avg Close — Range —
Q2 2025
Shares 2,658 Value ($000) $1,651 Avg Close — Range —
Q1 2025
Shares 2,658 Value ($000) $1,493 Avg Close — Range —
Q4 2024
Shares 2,932 Value ($000) $1,726 Avg Close — Range —
Q3 2024
Shares 2,811 Value ($000) $1,621 Avg Close — Range —
Q2 2024
Shares 2,810 Value ($000) $1,538 Avg Close — Range —
Q1 2024
Shares 2,620 Value ($000) $1,378 Avg Close — Range —
Q4 2023
Shares 2,492 Value ($000) $1,190 Avg Close — Range —